EGUS ISHARES TR

ESG AWARE MSCI (fund)

9 managers (9 13F filers) reported a position in EGUS shares at 2024-12-31, 171,335 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers: 9
13F filers: 9
New: 4
Added: 2
Reduced: 0
Sold out: 1
Shares held by filers: 171,335

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
BlackRock, Inc.in group BlackRock, Inc.	120,000	$5.35M	<0.01%	0	13F-HR Timeline Group
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	27,335	$1.22M	0.02%	+25,383	13F-HR Timeline Group
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC	14,380	$641K	0.01%	new	13F-HR Timeline Group
Fermata Advisors, LLC	4,843	$216K	0.04%	new	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	3,479	$155K	<0.01%	new	13F-HR Timeline Group
Front Row Advisors LLC	680	$30.3K	0.01%	new	13F-HR Timeline
BFSG, LLC	355	$15.8K	<0.01%	0	13F-HR Timeline
UBS Group AGin group UBS Group AG	263	$11.7K	<0.01%	+256	13F-HR Timeline Group
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0	0%	0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.